Nonprofit · EIN 62-1062837
SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS
Tax-exempt · NORCROSS, GA 30092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,404,177 | $3,056,669 | $347,508 | $5,420,764 | $1,303,915 | $4,116,849 |
| December 31, 2023 | 990 | $3,306,402 | $2,990,993 | $315,409 | $5,124,237 | $1,394,322 | $3,729,915 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,197,132
- Investment income
- $207,045
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $22,861
- Compensation of officers, directors and key employees
- $406,229
- Other salaries and wages
- $887,727
- Salaries, compensation and benefits (total)
- $1,567,541
- Professional fundraising fees
- $0
- Legal fees
- $35,912
- Accounting fees
- $11,800
- Occupancy
- $10,504
- Travel
- $49,329
- Depreciation
- $28,801
- Program services (functional)
- $2,598,231
- Management and general (functional)
- $458,438
Balance sheet and other
- Total assets, start of year
- $5,124,237
- Total assets, end of year
- $5,420,764
- Total liabilities, end of year
- $1,303,915
- Net assets, end of year
- $4,116,849
- Land, buildings and equipment
- $27,776
- Publicly traded securities
- $4,794,608
- Net assets without donor restrictions
- $4,085,060
- Net assets with donor restrictions
- $31,789
- Gross receipts
- $3,404,177
- Employees
- 15
- Volunteers
- 367
- Year formed
- 1986
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI SPEAR | EXECUTIVE VICE PRESIDENT Officer | 40 | $208,418 | $22,193 |
| JOHN BRETT JACOBSEN | PRESIDENT Officer | 40 | $162,848 | $39,258 |
| PATRICK B CUNEO | DIRECTOR OF ACCREDITATION Highest-paid employee | 40 | $139,571 | $20,241 |
| CLAY L GIBNEY | EMPLOYEE Highest-paid employee | 40 | $105,876 | $21,287 |
| JACKIE WESTERFIELD | PAST CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| DUBOSE EGLESTON | CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| ALBERT THROCKMORTON | TREASURER Trustee or director, Officer | 0.75 | $0 | $0 |
| AUTUMN GRAVES | VICE CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| CHUCK BALDECCHI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KELLEY WALDRON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TONI BOYD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LAWRENCE COCO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MCKENZIE COHEN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT MCGEHEE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DOUG NORRY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEIGH ANN BALLOU | TRUSTEE Trustee or director | 0.5 | $0 |
| NANCY FOY | TRUSTEE Trustee or director | 0.5 | $0 |
| IMANA SHERRILL | TRUSTEE Trustee or director | 0.5 | $0 |
| CECIL STODGHILL JR | TRUSTEE Trustee or director | 0.5 | $0 |
| RANDY WATTS | TRUSTEE Trustee or director | 0.5 | $0 |
| KAVITA VASIL | SECRETARY Trustee or director | 0.5 | $0 |
| STUART GULLEY | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI SPEAR | EXECUTIVE VICE PRESIDENT Officer | 40 | $208,042 | $28,019 |
| DEBRA WILSON | PRESIDENT Officer | 40 | $212,886 | $15,848 |
| CLAY L GIBNEY | EMPLOYEE Highest-paid employee | 40 | $102,467 | $19,538 |
| JACKIE WESTERFIELD | CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| MARK REED | PAST CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| DUBOSE EGLESTON | VICE CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| PALMER KENNEDY | TREASURER Trustee or director, Officer | 0.75 | $0 | $0 |
| AUTUMN GRAVES | SECRETARY Trustee or director, Officer | 0.75 | $0 | $0 |
| COBB ATKINSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KELLEY WALDRON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JEFF MITCHELL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| WILL KESLER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BRETT JACOBSEN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DOREEN KELLY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ADAM GREENE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LEIGH ANN BALLOU | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| NANCY FOY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MARVIN LISHMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ALBERT THROCKMORTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| RANDY WATTS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KAVITA VASIL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STUART GULLEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6050 PEACHTREE PKWY STE 240 PMB 199, NORCROSS, GA 30092-3802
- Principal officer (990 for 2024)
- DR BRETT JACOBSEN, 6050 PEACHTREE PARKWAY 240-199, NORCROSS, GA 300923336
- Signed the 990
- DR BRETT JACOBSEN, PRESIDENT
- Phone
- (678) 255-8910
- Website
- WWW.SAIS.ORG
- Return prepared by
- JONES AND KOLB
Mission
THE MISSION OF SAIS IS TO STRENGTHEN MEMBER SCHOOLS BY PROVIDING HIGH QUALITY ACCREDITATION PROCESSES, COMPREHENSIVE PROFESSIONAL GROWTH OPPORTUNITIES, AND VISIONARY LEADERSHIP DEVELOPMENT PROGRAMS.
Program accomplishments
- PROFESSIONAL DEVELOPMENT: SAIS PROVIDES A VARIETY OF HIGH-QUALITY PROFESSIONAL DEVELOPMENT PROGRAMS, BOTH ONLINE AND IN PERSON, FOR OVER A DOZEN ROLES IN THE SCHOOL COMMUNITY, INCLUDING THE HEAD, BOARD, ADMINISTRATIVE TEAM, ACADEMIC LEADERS, SUPPORT STAFF, AND NEW TEACHERS. FROM CONTENT QUALITY TO THE CALIBER OF PRESENTERS, SAIS CAREFULLY CRAFTS PROGRAMS TO PROVIDE EXCEPTIONAL VALUE, NETWORKING, AND GROWTH OPPORTUNITIES. SCHOOL LEADERS ARE FURTHER SUPPORTED BY A PLETHORA OF ON-DEMAND RESOURCES ON AN ARRAY OF TOPICS.Expenses $1,506,046 · revenue $1,167,068
- ACCREDITATION: ACCREDITATION IS A VOLUNTARY PROCESS OF SELF-EVALUATION AND CONTINUOUS IMPROVEMENT THAT REFLECTS COMPLIANCE WITH REQUIRED STANDARDS/INDICATORS, INVOLVES A SELF-STUDY, AND INCLUDES A PEER REVIEW BY EDUCATORS FROM OTHER SCHOOLS. SAIS ACCREDITATION IS DESIGNED SPECIFICALLY FOR INDEPENDENT SCHOOLS. THE PROCESS RESPECTS AND RECOGNIZES EACH SCHOOL'S STORY, CULTURE, HISTORY, MISSION, AND GOALS, WHILE STILL FULFILLING STRINGENT AND FOCUSED COMPLIANCE REQUIREMENTS.Expenses $513,264 · revenue $76,625
- MEMBERSHIP: SAIS IS A MEMBERSHIP ORGANIZATION OF OVER 395 INDEPENDENT K-12 SCHOOLS, REPRESENTING OVER 240,000 STUDENTS. SAIS STRENGTHENS MEMBER SCHOOLS BY PROVIDING HIGH-QUALITY ACCREDITATION PROCESSES, COMPREHENSIVE PROFESSIONAL GROWTH OPPORTUNITIES, AND VISIONARY LEADERSHIP DEVELOPMENT PROGRAMS.Expenses $578,921 · grants $22,861 · revenue $1,791,476
- OTHER PROGRAM SERVICES INCLUDES INCOME FROM SURVEYS, SOFTWARE SUBSCRIPTIONS, CAREER CENTER, AND OTHER MISCELLANEOUS ACTIVITIES.revenue $161,963
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 62-1062837
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,420,764
- Income (IRS master file)
- $3,404,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,404,177 | $3,056,669 | $5,420,764 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $3,306,402 | $2,990,993 | $5,124,237 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,774,723 | $2,564,485 | $4,368,061 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-1062837).
Questions about SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS
- What is the EIN of SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS?
- The employer identification number (EIN) of SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS is 62-1062837.
- Is SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS?
- The 990 for the year ended December 31, 2024 names DR BRETT JACOBSEN.
- Who are the officers and directors of SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS?
- The 990 for the year ended December 31, 2024 lists 22 people; 4 received compensation from the organization, the highest $208,418 (LORI SPEAR, EXECUTIVE VICE PRESIDENT).
- How much revenue does SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,404,177, expenses of $3,056,669 and total assets of $5,420,764 at year end.
Other nonprofits in NORCROSS
- GREATER ATLANTA CHRISTIAN SCHOOLS INC EIN 58-0960612 · last filed 990 for 2025
- PRUITT CORPORATION EMPLOYEE WELFARE EIN 58-1883023 · last filed 990 for 2025
- SOUTHERN TENNIS ASSOCIATION INC EIN 58-1190935 · last filed 990 for 2024
- KING DAVID COMMUNITY CENTER OF ATLANTA INC EIN 58-2423181 · last filed 990 for 2024
- JUST PEOPLE INC EIN 58-2207476 · last filed 990 for 2025
- BROOKHAVEN INNOVATION ACADEMY EIN 47-4087305 · last filed 990 for 2025
- REGINA CAELI INC EIN 80-0063491 · last filed 990 for 2024
- CREATIVE COMMUNITY SERVICES INC EIN 58-1581610 · last filed 990 for 2025